Planning for Effective Philanthropy

This two-part donor education program features Exclusive Briefings for selected donor groups and

Private Consultations with individual donors. PEP is designed to motivate donors to think about

their own planning process and identify specific Planned Giving opportunities for themselves.

The BenefitWe will deliver planned gift conversations to your donors on behalf of your organization while still providing

your donors the privacy and control they desire. This four-program series will push your planned giving

program into a forward motion.

Your RoleFollow the turn-key process. Gather your select donors together to listen to the planned giving message and then encourage them to discuss their personal situation in a private consultation with a planned giving professional.

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The MessageA 45-minute presentation is conducted for a group of up-to-thirty or more individuals and/or couples of similar wealth. Exclusive Briefings show your donors how to:

Increase Their Income ~ Reduce Their Taxes ~ Empower Their Families

Perpetuate Their Values ~ Prosper Their Community

Personal ConsultationsA complimentary, personal and confidential meeting is subsequently conducted with each donor to

explore their current plans and future philanthropic interests, giving them direction to take their